Understanding Medicare and Medicaid: A Guide for Retirees
Throughout your retirement planning journey, you’ve likely heard the terms “Medicare” and “Medicaid” tossed around. While they boast similar names…
Category: Blog
Part-Time Work and Hobbies: Balancing Leisure and Supplemental Income
Everyone’s vision for retirement is different, but now more than ever, people are looking for ways to stay active and…
Longevity Planning: Ensuring Your Money Lasts Throughout Retirement
In recent decades, the average lifespan has gradually increased for both men and women. While a longer life expectancy means…
Tax-Efficient Withdrawals: Minimizing Tax Impact in Retirement
When building an effective, long-term retirement income strategy, you must preserve your hard-earned wealth. With no more steady paychecks coming…
Staying Active and Healthy in Charleston: Retirement Addition
Around 45% of retirees are considered sedentary despite the essential benefits of being active in retirement.1 Staying physically and mentally…
Transitioning to Retirement: Phased Retirement and Succession Planning for Physicians
With long work weeks and a passion for helping others, the thought of a traditional retirement may turn some physicians…
Estate Planning 101: Helping Your Parents Secure Their Legacy
DOWNLOAD GUIDE HERE As your parents age, you want to do everything you can to help them live comfortably, maintain…
Is It Possible to Save for Retirement While Paying Down Debt? (The Answer Is Yes!)
When you’re managing a lot of debt, it can feel like an isolating experience and an uphill battle. In reality,…
Debt Management in the Years Before Retirement
Leading into retirement, you want to set yourself up for a financially secure and long-lasting future. Now’s the time to…
The Credit Check: Managing Student Loan Debt and Credit Health for Physicians
Your dedication to becoming a licensed medical professional has taken you on a long, rewarding educational journey. But, as you’re…